Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Investments
  • Retirement Income Strategies

Awards & recognition

  • Five Star Wealth Manager, 2024

Previous experience

  • First Vice President - Investment Officer at Wells Fargo Advisors, Aug 2016 - Mar 2022
  • Financial Advisor at Edward Jones, Jan 2010 - Aug 2016
  • Senior Finacial Advisor at Raymond James Financial, May 2009 - Dec 2009
  • Financial Advisor at Waddell & Reed, Inc., Dec 2008 - May 2009

Interests

In my spare time I enjoy spending time with family and friends.

My daughter, Penelope, and I are huge animal lovers and share our home with two French Bulldogs (Harvey and Zoe) and our strong-willed cat Peanut.

Penelope and I love to travel. Experiencing amazing adventures, different cultures and the beauty of our world.

I have been an avid equestrian for the past 11 years. My horse (Selle Francais Mare) Flora and I can be found competing in the jumper ring around the Midwest .